Center For Organ Recovery & Education 401(K) Profit Sharing Plan — Form 5500 plan (Center For Organ Recovery & Education)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Center For Organ Recovery & Education 401(K) Profit Sharing Plan is a benefit plan reported by Center For Organ Recovery & Education under EIN 25-1332885 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $28,883,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Center For Organ Recovery & Education
- EIN
- 25-1332885
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $28,883,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241014085314NAL0025763265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,883,262
- Total liabilities (EOY)
- $710
- Net assets (EOY)
- $28,882,552
- Net assets (BOY)
- $23,273,655
Income & contributions
- Employer contributions
- $1,620,508
- Participant contributions
- $1,043,136
- Total contributions
- $2,737,173
- Total income / additions
- $7,165,259
Expenses & distributions
- Benefits paid
- $1,520,403
- Administrative expenses
- $35,959
- Total expenses
- $1,556,362
- Net increase / (decrease)
- $5,608,897
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stratos Wealth Advisors LLC | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $15,534 | $0 | 2023 |
| M2b Retirement Consulting, LLC | TPA | $650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Center For Organ Recovery & Education
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Stratos Wealth Advisors LLC — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- M2b Retirement Consulting, LLC — Schedule C compensation